May 2, 2016

Foreign Asset Reporting

The IRS has continued to enforce the reporting of foreign assets.   Failure to properly report either direct or indirect ownership of foreign assets could result in at least $10,000 in fines and...
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March 28, 2016

Net Investment Income Tax

The Net Investment Income Tax (NIIT) has been an unwelcome surprise for many high-income taxpayers. The Net Investment Income Tax was implemented in 2013 to assist in defraying the cost of the...
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February 19, 2016

Miscellaneous Taxes

While most people spend most of their time and energy to ensure that they are accurately reporting and implementing tax planning strategies to minimize income taxes, there are also a variety of...
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October 6, 2015

Taxation of Equity Compensation

Equity compensation continues to be a popular way to incentivize and reward employees, unifying their compensation with the success of the company. The taxation of equity compensation can be extremely complex. We...
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August 7, 2015

Document Retention To Keep or Not to Keep?

Good record keeping is an essential tool for your financial well-being. The question often arises about how long specific records should be kept.  Disposing of records prematurely can create potential tax and...
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July 7, 2015

Protecting Yourself from Identity Theft

In our increasingly electronic and information driven world, attacks or fraudulent attempts to steal information are becoming more common. We wanted to offer some practical tips on how to protect your information...
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